Thank you for taking the time out of your busy schedule to visit and browse our website.  We are a true advising and consulting firm established to provide individuals and businesses with guidance and direction, independent advice, and most importantly—results, in order to meet your financial goals whether in your business life or your personal life.  Your satisfaction and needs, along with providing you with value are our primary concerns, not simply completing an engagement to the letter, then ending the relationship.

What can you expect when dealing with us?

What sets us apart from other firms is our focus on cultivating relationships, not rushing to complete one project to collect the fee and move on to the next one.  You will always have someplace and someone to turn to when you have a question or problem, and we are available at your convenience.  We will schedule meetings and calls around your schedule and, unlike most other professionals, we will come to you!  There is no need for you to put off getting your business or financial life in order due to hectic scheduling, or the inability to do any traveling; we will come directly to you when you need.  Whether it is a holiday, weekend, or during the evening when most all businesses are closed, our goal is to provide you with personalized services to meet your needs, not ours.  Your relationship with GreenBridge Advisors is all about you and your satisfaction.

With regard to our fee structure, it is straight-forward yet customizable. Everything is done on a fee-only system; there are no commissions or variables related to the services provided. You can choose to from an hourly rate, per-project basis, or keep us on retainer for a specific number of hours per month—the choice is completely yours and you are always free to change your mind and choose a different pricing structure. We do not feel the need to nickel and dime out clients for every phone call or every second spent on a client’s needs, nor will you every be pressured to commit to any sort of contract agreement with us. We may not be the lowest costing option available, but you will always receive value for your money backed by education and experience--two things that are not always provided by low-cost service providers.

Now that you are here, please feel free to browse our services or read and comment on one of our blogs.  Call or email to schedule your complimentary consultation, or simply send us your comments and suggestions.  Whatever your needs, whatever day of the week or time it may be, we are here for you.